WHAT'S YOUR RISK NUMBER?
WHAT IS RISKALYZE?
Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.
WHAT DOES IT DO?
- Determines your current and desired portfolio risk number (1-100)
- Identifies the gap between desired and actual risk
- Helps develop reasonable expectations for your portfolios return based on risk
- Displays how your portfolio would perform in real world scenarios
- Provides a probability range of predicted future performance
HOW DOES RISKALYZE WORK?
CAPTURE YOUR RISK NUMBER
The first step is to take a 5 minute quiz that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision making process.
ALIGN YOUR PORTFOLIO TO MATCH
After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.
STRESS TEST INVESTMENTS
Stress tests illustrate how your proposed portfolio would have fared through various market events over the past 8 years, including the financial crisis and recovery.
REVIEW RISK & REWARD POTENTIAL
We can visualize the risk and reward profile for each individual investment we propose for your portfolio. Illustrating risk, reward and diversified risk gives us a powerful tool to review before we make any final investment decisions.
MEET YOUR RETIREMENT GOALS
Before we’re finished, we’ll also review your progress toward your financial goals by building a Retirement Map. When you’re done, you’ll fully understand the probabilities of success, and what we can to do to increase it.